The definition of a Paraplanner and whether there should be a new standard for Paraplanning has been a hotly debated subject for some while.

When it comes to family run businesses, it could be hard to beat Chartered Financial Planning firm Unividual.

A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’.

Financial Planners’ client numbers are soaring, with more than half increasing their totals by between 10% and 25% or more in the last year.